IAA
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Independent Advisor Alliance’s Regeneron Pharmaceuticals REGN Stock Holding History

Independent Advisor Alliance’s Portfolio REGN Stock Details REGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$470K Buy
753
+28
+4% +$19.1K 0.01% 687
2026
Q1 		$560K Sell
725
-7
-1% -$5.36K 0.01% 1069
2025
Q4 		$565K Sell
732
-44
-6% -$29.9K 0.01% 613
2025
Q3 		$436K Sell
776
-58
-7% -$32.8K 0.01% 665
2025
Q2 		$438K Sell
834
-116
-12% -$64.7K 0.01% 619
2025
Q1 		$603K Buy
950
+472
+99% +$325K 0.02% 481
2024
Q4 		$340K Buy
478
+258
+117% +$217K ﹤0.01% 1082
2024
Q3 		$231K Buy
+220
New +$245K 0.01% 626
2020
Q3 		– Sell
-5,301
Closed -$3.31M – 528
2020
Q2 		$3.31M Buy
+5,301
New +$3.01M 0.35% 58
2020
Q1 		– Sell
-702
Closed -$264K – 757
2019
Q4 		$264K Sell
702
-36
-5% -$12.1K 0.01% 725
2019
Q3 		$205K Sell
738
-92
-11% -$27.2K 0.03% 417
2019
Q2 		$260K Buy
+830
New +$276K 0.04% 324

Other funds holding REGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Independent Advisor Alliance's REGN Position: Q2 2026 in Review

Independent Advisor Alliance increased its Regeneron Pharmaceuticals (REGN) stake by 3.9% in Q2 2026, buying an estimated $19.1K and bringing the position to 753 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #687.

Independent Advisor Alliance first reported a position in REGN in Q2 2019 and has held it in 12 quarters since. The position peaked at $3.31M in Q2 2020. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Independent Advisor Alliance held 753 shares of Regeneron Pharmaceuticals worth $470K as of Q2 2026.
  • Independent Advisor Alliance bought 28 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $19.1K.
  • Regeneron Pharmaceuticals made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #687 holding.
  • Independent Advisor Alliance first reported a position in Regeneron Pharmaceuticals in Q2 2019 and has held it in 12 quarters since.
  • Independent Advisor Alliance's Regeneron Pharmaceuticals position peaked at $3.31M in Q2 2020.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.